As an Planner you will be viewing and creating plans to enable strategies to be achieved. Then you will attach actions to the plans that can be assigned to achievers. In this lesson we will take you through viewing plans and navigating the planning item record page.
Viewing Plans in the Planning TAB
In the Plan Hub the default view will be to see 'All Current Plans' owned by you.
To change this view simply click on the down arrow next to the Grid Name and click on one of the views in the dropdown provided.
These are:
- My Plans
- All Plans
- My Draft Plans
- My Published Plans
- All Draft Plans
If you want to make one of these views your default view, when on the view click the 'Pin Icon' to the right of the name of the view.
Viewing the Planning Item Record Page
In the record page you will see key fields at the top of the page, including a link to the 'Parent Item' eg. Goal, Strategy.
These is a Guided Process provided to take you through each stage of the process of planning effectively.
You can create checklist items and raise issues to enable you to finish the planning process.
Once the plan is finalised you can click on 'Publish and Create Items', to move the plan to the Planned Stage and create actions to assign.
